Say Goodbye to FileCabinet CS + NetClient CS and Hello to SmartVault + Liscio

Tired of suffering through tax season with unreliable software that crashes and disrupts your workflow? As an UltraTax CS user, you may feel stuck using Thomson Reuters’ single-ecosystem platforms – FileCabinet CS and NetClient CS – simply because they integrate with your tax software. But you don’t have to settle for subpar tools that hinder your team and clients from working together effectively.

SmartVault and Liscio joined forces to provide a modern solution to help you build an efficient, client-centric practice that scales.

Build Your Modern Tech Stack with SmartVault and Liscio

“The combined use of SmartVault and Liscio has streamlined our workflow, improved client response times, and enhanced our overall service delivery,” Caleb L. Jenkins, EA, CQP, from RLJ Financial, shares. “This integration has saved us dozens of hours and has reduced errors and duplication of work in document handling.”

Used by over 3 million people, SmartVault serves as a cloud-based document management system. You can grow your practice without worrying about storage limits, system crashes, or performance issues. It integrates seamlessly with UltraTax CS, allowing you to store and automatically organize all your tax documents securely.

Liscio acts as a client-facing portal, providing a user-friendly interface for client interactions. Clients can easily upload documents, answer questionnaires, and communicate with you – all from their mobile devices if they choose.

Now, let’s take a deeper look at how SmartVault and Liscio compare to FileCabinet CS and NetClient CS.

SmartVault and FileCabinet CS Comparison

While FileCabinet CS has been a staple for many UltraTax CS users, SmartVault offers several advantages:

• Unlimited Cloud Storage: Unlike FileCabinet CS’s 100GB limit, SmartVault offers unlimited cloud storage.
• Scalability: SmartVault grows with your practice with unlimited clients, eSignatures, KBAs, PDF forms, proposals, and more, helping you handle high volumes with ease.
• Automated Organization: SmartVault automates folder structures and user permissions, saving you setup time.
• Reliable Performance: Experience consistent uptime, even during the busiest tax seasons (SmartVault had 100% uptime during last tax season).
• 24/7 Accessibility: Access your documents anytime, anywhere, with full mobile support – no more stuck to the desk or passing physical paperwork back and forth between your team and clients.

Liscio and NetClient CS Comparison

Liscio offers several advantages over NetClient CS:

• Modern Interface: Liscio provides a sleek, intuitive interface that’s super simple for your clients and teams to use.
• Multi-Channel Communication: Engage with clients via SMS, email, mobile app, and more.
• Advanced Task Management: Real-time updates and collaboration tools keep everyone on the same page.
• Flexible Licensing: Pay based on actual usage, not bundled licenses.
• Enhanced Security: Multiple login options, including biometrics, for easier and more secure access.

The benefits SmartVault and Liscio provide allow you to focus on what matters most: growing your practice and serving your clients.

SmartVault + Liscio + UltraTax CS: An Efficient Combination

SmartVault + Liscio delivers an integrated experience that lets you automate tax processes, scale operations, and enhance the client experience. Here’s how it works:

1. Gather Information: Drag the tax organizer from UltraTax CS into Liscio to create a personalized, digital organizer for your client. Send the digital organizer, automatically follow up, and gather client information. This replaces outdated, PDF-based organizers with an easy-to-use, intelligent questionnaire.
2. Tax Prep: Save the organizer and source documents to SmartVault for secure storage, quick access, and better collaboration. Once you complete the tax return in UltraTax CS, print it to SmartVault, which will automatically route it to the correct client folder.
3. Client Review/Approval: Drag the return to Liscio, which will create a personalized workflow with eSignature, payment, and auto-reminders to keep the client on deadline.
4. Long-Term, Compliant Storage: Save the return in the client’s SmartVault folder. This centralizes all firm and client documents, making them easily accessible. It also supports compliance with data security and retention regulations.

Making the Switch: What to Expect

Transitioning to a new tech stack might seem challenging – and hey, that might have been what’s held you back for so long – but SmartVault and Liscio make it straightforward:

• Quick Setup: Both platforms are designed for easy integration with your existing systems.
• Data Migration: SmartVault offers a white-glove service to guide you through every step of the data migration process. We’ve helped thousands of firms just like you switch DMS.
• Training and Support: Comprehensive training resources and responsive support teams ensure you’re never left in the dark.

The Bottom Line for UltraTax CS Users

Embracing tools that enhance efficiency and client satisfaction is crucial. The SmartVault and Liscio integration provides the modern solution that UltraTax CS users need to thrive this tax season and beyond.

Ready to see how SmartVault and Liscio can improve your UltraTax CS workflow? Schedule a demo to see it in action.